VVV — Valvoline Inc Institutional Holders · Q3 2026
Who owns Valvoline Inc (VVV)? 15 institutions reported holding $14.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($10.8M), Diversified Management Inc ($2.3M), Balefire, LLC ($522,447).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $10.8M | 358,538 | Trimmed |
| 2 | DIVERSIFIED MANAGEMENT INC | $2.3M | 77,329 | New |
| 3 | Balefire, LLC | $522,447 | 17,334 | Trimmed |
| 4 | Legacy Wealth Asset Management, LLC | $264,147 | 8,764 | Added |
| 5 | Farther Finance Advisors, LLC | $110,915 | 3,680 | Added |
| 6 | STEPH & CO | $110,734 | 3,674 | Added |
| 7 | GAMMA Investing LLC | $85,628 | 2,841 | Added |
| 8 | CoreCap Advisors, LLC | $50,032 | 1,660 | Hold |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $34,360 | 1,140 | New |
| 10 | Rosenberg Matthew Hamilton | $20,043 | 665 | Trimmed |
| 11 | Versant Capital Management, Inc | $16,185 | 537 | Added |
| 12 | CX Institutional | $13,000 | 439 | Added |
| 13 | BURKETT FINANCIAL SERVICES, LLC | $10,970 | 364 | New |
| 14 | MassMutual Private Wealth & Trust, FSB | $1,326 | 44 | Added |
| 15 | Castleview Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30